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Politics : High Tolerance Plasticity

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To: upanddown who wrote (10560)	11/16/2001 9:53:56 AM
From: jim_p	Read Replies (1) of 23153

John, I agree. OSX 55-60 should be 100% invested in OSX stocks. E & P stocks will lag when the sector turns and there is lots of time to buy into the XNG.. NG cash prices fell over $.30 yesterday to $2.00. 12/31 will be very nasty for the exploration companies with both low oil and NG price leading to large SEC writedowns. Comparative EPS in 4Q and 1Q 2002 will be terrible. No excess of NG supply, and if the world economy recovers, the amount of excess oil is nominal. Don't be greedy, this is not 1998!! Jim

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